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Todd Cour

Buena Vista Investment Management LLC
24 Years of Experience
Wisconsin Rapids, WI
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Todd Cour is a registered investment advisor at Buena Vista Investment Management LLC, based in Wisconsin Rapids, WI, with 24 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 77 clients with $26M in assets under management.

Buena Vista Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
77 clients
Average Client Portfolio
$334K average
Assets Under Management
$25.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.40%
$250K - $1.0M1.15%
$1.0M - $1.5M0.90%
$1.5M - $5.0M0.75%
$5M+0.75%

Includes a base fee of $240 per account. Total fee will not exceed 2% of assets under management. Fees for assets above $5,000,000 are custom and negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

478 East Grand Ave, Suite 202, Wisconsin Rapids, WI, 54494

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2019
Settled
Customer Dispute
September 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Todd sells life insurance and fixed, immediate, and index annuities since 2012. This activity takes a few hours per week, with minimal time spent during securities trading hours.

Employment History
Current Registrations
Buena Vista Investment Management LLC
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Buena Vista Investment Management LLC
January 2020 - January 2020 · 0 mos
Cour Financial LLC
May 2017 - December 2019 · 2 yrs 7 mos
Regulus Advisors, LLCBroker
January 2014 - December 2016 · 2 yrs 11 mos
Regal Investment Advisors LLC
November 2013 - May 2017 · 3 yrs 6 mos
First Allied Advisory Services, INC.
May 2012 - December 2013 · 1 yr 7 mos
First Allied Securities, INC.
May 2012 - July 2012 · 2 mos
First Allied Securities, INC.Broker
April 2012 - December 2013 · 1 yr 8 mos
Onyx Wealth Advisors, INC.
February 2011 - December 2013 · 2 yrs 10 mos
Cambridge Legacy Securities L.L.C.Broker
February 2011 - April 2012 · 1 yr 2 mos
Eagle Strategies LLC
March 2006 - February 2011 · 4 yrs 11 mos
Nylife Securities LLCBroker
March 2006 - February 2011 · 4 yrs 11 mos
First Heartland Consultants, INC.
October 2005 - February 2006 · 4 mos
First Heartland Capital, INC.Broker
August 2005 - February 2006 · 6 mos
Thrivent Investment Management INC.Broker
July 2002 - August 2005 · 3 yrs 1 mo
Lutheran Brotherhood Securities CORP.Broker
November 2001 - July 2002 · 8 mos
State Registrations1 state
WI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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